2026-04-17T14:01:08-05:00 2025-12-31 346565596 ERNST & YOUNG US LLP 1 W SENECA STREET SUITE 2900 BUFFALO NY 14203 990PF 2025-01-01 476425154 RICHARD & BARBARA COLEMAN CHARITABLE TR RICH 5853936113 1150 PITTSFORD-VICTOR ROAD PITTSFORD NY 14534 MARY BETH UHLEN Vice President 5853936113 2026-04-16 true ANDREW S KIM P01801322 2245780543 2026-04-16 2025 2025-03-06 01:10:19Z X 2027528 X 44948 44948 83543 146972 83543 0 128491 128491 30271 12108 18163 0 0 0 0 0 0 0 0 1204 153 0 0 0 0 0 0 0 1500 1500 32975 12261 0 19663 95293 95293 128268 12261 0 114956 223 116230 0 5702 11189 11189 0 0 0 217889 167682 503294 50590 50299 49830 838629 883629 1463215 1112810 1112799 2027528 0 X 1112810 1112799 1112810 1112799 1112810 1112799 1112810 223 1480 1114513 1714 1112799 7. AMGEN 2023-07-10 2025-12-22 2319 1566 753 753 25. APPLE COMPUTER INC 2016-05-19 2025-07-02 5311 587 4724 4724 25. APPLE COMPUTER INC 2016-05-19 2025-12-22 6816 587 6229 6229 5. BLACKROCK INC. 2015-07-20 2025-12-22 5441 1768 3673 3673 50. CHEVRON CORPORATION 2014-08-13 2025-12-22 7485 6360 1125 1125 75. CONSTELLATION BRANDS INC CL A 2014-08-13 2025-07-02 13087 6448 6639 6639 25. DEERE & CO 2014-08-13 2025-07-02 12919 2136 10783 10783 10. DEERE & CO 2014-08-13 2025-12-22 4696 854 3842 3842 25. DISNEY WALT CO 2014-08-13 2025-12-22 2808 2187 621 621 75. EASTMAN CHEMICAL CO. 2014-08-13 2025-12-22 4766 6027 -1261 -1261 50. J P MORGAN CHASE & CO 2014-08-13 2025-07-02 14559 2830 11729 11729 15. J P MORGAN CHASE & CO 2014-08-13 2025-12-22 4811 849 3962 3962 25. JOHNSON & JOHNSON 2014-08-13 2025-12-22 5176 2534 2642 2642 50. MERCK & CO INC 2016-05-19 2025-07-02 4110 2595 1515 1515 50. MERCK & CO INC 2016-05-19 2025-12-22 5154 2595 2559 2559 15. MICROSOFT CORP 2016-05-19 2025-12-22 7286 753 6533 6533 31. NIKE, INC. CLASS B 2023-01-13 2025-12-22 1786 3961 -2175 -2175 10. NORFOLK SOUTHN CORP 2014-08-13 2025-12-22 2920 1030 1890 1890 40. ORGANON & CO 2016-05-19 2025-07-02 405 996 -591 -591 25. QUALCOMM INC 2014-08-13 2025-07-02 4062 1862 2200 2200 25. QUALCOMM INC 2014-08-13 2025-12-22 4389 1862 2527 2527 25. RTX CORP 2016-05-19 2025-12-22 4605 1432 3173 3173 10. TRAVELERS COS INC. 2016-05-19 2025-12-22 2926 1102 1824 1824 50. VERIZON COMMUNICATIONS 2016-05-19 2025-07-02 2183 2480 -297 -297 100. VERIZON COMMUNICATIONS 2016-05-19 2025-12-22 3990 4961 -971 -971 75. WALMART STORES INC 2014-08-13 2025-07-02 7320 1840 5480 5480 50. WALMART STORES INC 2014-08-13 2025-12-22 5642 1227 4415 4415 83543 1616 0 1616 0 1616 830 0 0 830 X 0 786 0 0 false false false false false false false false true NY true false true false false true N/A Canandaigua National Bank and Trust Company 5853936113 1150 PITTSFORD-VICTOR RD PITTSFORD NY 14534 false false false false true false false false false false false false false false false false false false false false false false Canandaigua National Bk Trust Co 1150 Pittsford-Victor Rd Pittsford NY 14534 Co-Trustee 1 20049 Nancy A McKinley ESQ 600 Bausch Lomb Place Rochester NY 14614 Co-Trustee 1 10222 NONE 0 NONE 0 1971953 20135 0 1992088 0 0 1992088 29881 1962207 98110 98110 1616 1616 96494 0 96494 0 96494 114956 0 0 0 0 114956 96494 0 0 16656 5642 31357 22279 16629 92563 114956 0 0 0 96494 18462 0 0 111025 0 0 0 0 0 0 16656 94369 5642 31357 22279 16629 18462 Joy Ryen Plotnik 72 S Main St Canandaigua NY 14424 5854190670 jplotnik@cnbank.com Application forms will be provided upon request.. To be established. Preference is given to qualifying organizations operating in western New York State. UNIVERSITY OF ROCHESTER 300 EAST RIVER RD RM 202 ROCHESTER NY 14627 N/A PC MEDICAL RESEARCH 95293 95293 14 44948 18 83543 128491 128491 false false false false false false false false false false GOLDMAN SACHES GROUP 3.50% 11/ 50299 49830 CHEVRON CORPORATION 16635 22862 CONSTELLATION BRANDS INC CL A 4299 6898 DEERE & CO 3418 18623 DISNEY WALT CO 10936 14221 EASTMAN CHEMICAL CO. 8036 6383 JOHNSON & JOHNSON 12669 25869 JP MORGAN CHASE & CO 7641 43500 NORFOLK SOUTHERN CORP 6697 18767 QUALCOMM INC 11171 25658 TRAVELERS COS INC. 4408 11602 WAL-MART STORES INC 8587 38994 BLACKROCK INC 14140 42814 GILEAD SCI INC. APPLE INC 5874 67965 MERCK &CO INC 12975 26315 MICROSOFT CORP 6774 65289 VERIZON COMM 2480 2037 RAYTHEON TECHNOLOGIES CORP 10024 32095 ORGANON & CO AMAZON COM INC 3668 8771 AMGEN INC 4027 5892 CVS HEALTH CORP FIDLEITY NATL INFOR SVCS INC NIKE, INC CLASS B ALPHABET INC CLASS C 5383 9414 NVIDIA CORP 7840 9325 VANGUARD 500 INDEX FD ADMIRAL AT COST 150000 504044 VANGUARD SMALL CAP INDEX FD AD AT COST 95335 209470 VANGUARD MID-CAP INDEX FD ADMI AT COST 100000 227726 VANGUARD INT TERM BD INDEX ADM AT COST 324000 294797 VANGUARD HIGH YIELD CORP FD AD AT COST 50000 47363 VANGUARD SHORT TERM BD INDEX A AT COST 104294 101688 VANGUARD TOTAL INTL BD IDX ADM AT COST 10000 10041 VANGUARD TOTAL INTL STK INDX A AT COST 50000 68086 INCOME PD IN 2026 TAXED IN 2025 1711 ROUNDING 3 OTHER NON-ALLOCABLE EXPENSE - 250 0 250 TAX PREPARATION FEE (NON-ALLOC 1250 0 1250 INCOME PD IN 2025 TAXED IN 2024 1480 FEDERAL TAX PAYMENT - PRIOR YE 221 0 0 FEDERAL ESTIMATES - PRINCIPAL 830 0 0 FOREIGN TAXES ON QUALIFIED FOR 109 109 0 FOREIGN TAXES ON NONQUALIFIED 44 44 0